Access Live Anaplan Data in Google Sheets through Connect Spreadsheets

Google Sheets is a web-based spreadsheet program provided by Google. When integrated with Connect Spreadsheets by CData, you can effortlessly gain access to Anaplan data directly within Google Sheets for tasks such as data analysis, collaboration, calculations, and more. This article offers a comprehensive guide on connecting to Anaplan within Connect Spreadsheets and accessing live Anaplan data seamlessly within Google Sheets.

Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your spreadsheet.

Configure Anaplan Connectivity for Google Sheets

Connectivity to Anaplan from Google Sheets is made possible through Connect Spreadsheets. To work with Anaplan data from Google Sheets, we start by creating and configuring a Anaplan connection.

1. Log into Connect Spreadsheets, click Sources and click Add Connection
2. Select "Anaplan" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Anaplan.

   Authenticating to Anaplan

   The driver supports authenticating with Basic, Certificate, or OAuth. In every case, set Region to the region where your Anaplan account data is hosted (e.g., US1, which is the default).

   Using Basic Authentication

   Set AuthScheme to Basic, then supply your Anaplan User and Password. If your workspace uses single sign-on (SSO), you must be assigned as an Exception User to use Basic authentication.

   Using Certificate Authentication

   Set AuthScheme to Certificate, then supply the Certificate, CertificateType, and PrivateKey properties (and the matching CertificatePassword / PrivateKeyPassword if either is encrypted). The certificate must be a CA-issued X.509 certificate registered with your Anaplan tenant administrator.

   Using OAuth Authentication

   Register a custom OAuth application in Anaplan, then set the following properties:

   • OAuthClientId: The client Id assigned when you registered your custom OAuth application.
   • OAuthClientSecret: The client secret assigned when you registered your custom OAuth application.
   • CallbackURL: The redirect URI defined when you registered your application.
   • InitiateOAuth: Set to GETANDREFRESH to have the driver manage the OAuth token exchange and refresh automatically.

   See the Getting Started chapter of the help documentation for a guide to creating a custom OAuth app and using OAuth.

   
4. Click Create & Test

With the connection configured, you are ready to connect to Anaplan data from Google Sheets.

Access Live Anaplan Data from Google Sheets

The steps below outline connecting to Connect Spreadsheets from Google Sheets to access live Anaplan data.

1. Log into Google Sheets, create a new sheet (or open an existing one).
2. Click Add-ons and click Get Add-ons (if you have already installed the Add-on, jump to step 5).
3. Search for Connect Spreadsheets Add-On and install the Add-on.
4. Authorize the Add-On.
5. Back in Google Sheets, click Add-ons and open the Connect Spreadsheets Add-On.
6. In the Add-On panel, click "Log in" to sign into and authenticate with your Connect Spreadsheets account
7. In the Connect Spreadsheets panel in Google Sheets, click Import
8. Choose a Connection (e.g. Anaplan1), Table (e.g. Sales, and Columns to import
9. Optionally add Filters, Sorting, and a Limit
10. Click Execute to import the data and opt to overwrite the existing sheet or create a new one.

Live Access to Anaplan Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Anaplan data from your Google Sheets workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try Connect Spreadsheets and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.